On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a brutal week on Wall Street on AI worries; Democrats win a historic electoral landslide in the House and Senate, changing Washington’s domestic and foreign policy dynamic through the end of President Trump’s administration; outlook for defense spending as lawmakers return to DC after the election; how allies and partners see the election outcome; reports that the president’s envoys struck a deal with Vladimir Putin on European security that will be unveiled at the Asia-Pacific Economic Cooperation summit in Shenzhen where Trump and Putin will reportedly unveil the new initiative that appears not to have been negotiated in concern with European leaders; ShieldAI’s $5.3 billion deal to acquire radar-maker Echodyne; Embraer’s sale of three KC-390 tanker-transport aircraft to Greece as a piggyback on Portugal’s six-jet buy; Sierra Nevada joined Boeing and Lockheed Martin to withdraw from the US Navy’s Undergraduate Jet Training System competition to replace the T-45 Goshawk, leaving only Textron and Leonardo as the only bidder with the twin-engine M346 aircraft; the US Air Force’s nearly $700 million contract to Lockheed Martin for the AGM-183A Air-Launched Rapid Response Weapon; and the Federal Aviation Administration’s decision to retire floppy disks from the nation’s air traffic control system by 2028.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the worst week on Wall Street since June on a tech selloff and prospect of higher interest rates; Americans head to the polls as President Trump’s drive to resume Iran war and breakneck drive to cozy up to Vladimir Putin garner GOP pushback, potentially complicating approval of defense spending measures after the election; Pentagon approves Patriot air defense missiles for Ukraine under $2.1 billion deal with RTX, but the 500 weapons won’t be delivered until the 2030s; British Chancellor John Healey bolsters defense spending; BAE Systems and Airbus discusses role for European company in the Global Combat Air Program led by UK that includes Italy and Japan; US Air Force’s plan to increase righter fleet to 1,509 fighters by 2035; General Atomics Aeronautical Systems taps Boeing’s Spirit Defense to help design and build fuselages for the FQ-42 Vengeance collaborative combat aircraft; and Airbus, Boeing, CACI, Crane, HII, Howmet, KBR, L3Harris, Leonardo, Lockheed Martin, Northrop Grumman, RBC, Rolls Royce, Safran and Textron report earnings.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another down week on Wall Street on rising AI financing costs and oil prices jumped $3 a barrel to $114, a mark not seen since May, after Iran attacked more ships in the Strait of Hormuz and Tehran-backed Houthi rebels continued their attacks on Saudi Arabia and its energy infrastructure; earning analysis as BETA Technologies, CACI, BoozAllen Hamilton, GE Aerospace, Hexcel, Lockheed Martin, Northrop Grumman, RTX, Saab, Safran, SpaceX, Teledyne Technologies, and Thales report results; outlook for energy prices as US and Israel are expected to renew attacks on Iran and Tehran warns of retaliation of struck; whether US decision to resume intelligence sharing and Starshield services to Kyiv mollify growing concerns among allies about Washington’s reliability as the Pentagon continues to withhold Patriot missiles nations bought for Ukraine; whether demonstrations rocking Europe will propel anti-Ukraine and pro-Russia right wing parties to power, like the AfD in Germany that’s promised to cut defense spending; looking ahead to Britain’s new budget by Chancellor John Healey; President Trump’s decision to dial back Canada tariffs as Bombardier promises investment in the United States; the Pentagon’s 10-year, $78 billion “framework” agreement with Lockheed Martin for 850 more F-35 Lightning II fighters that requires the company invest $7 billion of its own money in the program; the $3.3 billion agreement between France and the UAE to develop a more advanced version of Dassault’s Rafale fighter; and takeaways from the National Business Aviation Association conference and tradeshow in Las Vegas.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street on AI stocks and rising energy prices as Iran sank a Singaporean cargo ship in the Strait of Hormuz and Tehran-backed Houthi rebels attack Saudi Arabia; Washington’s deepening partnership with Moscow to alleviate sanctions to allow Russia to energy and degrade intelligence and StarLink satellite support for Ukraine enabling Russian attacks that have impacted 600,000 Ukrainians; European nations scramble to help Kyiv given Ukraine’s dependence on US support; London’s decision to allow Ukrainian firms to license produce the Storm Shadow cruise missiles; the NATO’s Supreme Allied Commander warning to Russia against attacking the alliance; Greece’s $4 billion deal with Washington to upgrade F-16 fighters and buy weapons for then, F-35 Lightning II jets and H-60 Blackhawk helicopters; Poland’s confirmation that weapons ordered from Washington including Patriot air defense missiles will be delayed as US stocks depleted by the Iran war are prioritized; South Korea’s first test of a new hypersonic glide vehicle; Airbus uses a Kratos XQ-58A Valkyrie to develop mission systems and Eurofighter teaming, estimating Germany will want about 500 CCAs for about 20 million euros each; Britain’s upcoming defender budget and France’s massive nationwide protests; and takeaways from Association of the United States Army’s annual conference and tradeshow and the Aerospace Event DC edition by Joanna Speed’s Aerolambda Group. Our coverage of AUSA was sponsored by Lockheed Martin.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a new all time high for Wall Street; weeks after signing tougher sanctions on Moscow, President Trump partners with Vladimir Putin to reduce oil prices before the November election by buying 4 million tons of Russian diesel; whether the effort will succeed to cut oil prices as it bolster’s Russia’s war coffers against Ukraine; the administration’s warning to Kyiv against striking Russia even as Moscow escalates attacks on Ukrainian civilians; British Prime Minister Andy Burnham and German Chancellor Friedrich Merz’s agreement to enhance military and economic cooperation between the countries that could extend to the Global Combat Air Program; the US Air Force’s abrupt withdrawal of US bombers from Britain over concerns of Iranian attack; analysis of US Navy’s $24.4 billion award to Raytheon for Standard Missile-6 production, the $14.7 billion award to Boeing to triple production of seekers for Lockheed Martin’s PAC-3 MSE or Missile Segment Enhancement, and the US Navy’s $6.6 billion contract to Anduril for nuclear submarine parts; the Air Force and Defense Innovation Unit tap seven competitors for the service’s Massed Modular Aircraft effort to succeed the Reaper, including Anduril, Chaos Industries, General Atomics, Grid Aero, Otto Aerospace, Shield AI and Swarm Aero; and Northrop Grumman’s YFQ-48A Talon Blue’s maiden autonomous flight.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a winning week on Wall Street; the Trump administration’s move to obligate $142 billion of $152 billion in spending approved by last year, funding President Trump’s priority Golden Dome missile defense system, ships and other programs; G7 nations release 100 million barrels of oil and diesel from their strategic reserves to tamp down energy prices that soared after the United States and Israel attacked Iran in February; Russia targets Ukraine’s power, heating and water systems as European nations lobby to life sanctions on oligarchs to free their nationals being held hostage by Russian allies; the US Navy’s decision to pick Boeing over Northrop Grumman for the FA-XX sixth-generation carrier-capable combat-aircraft; the Air Force’s $2.4 billion award to Boeing for 22 F-15EX Eagle II fighters and $20.7 billion for Raytheon to increase production of AIM-120 air-to-air missiles to 1,900 a year; Canada’s decision to buy six GlobalEye airborne early warning aircraft from Saab; Germany considers buying 16 new A400M transports from Airbus; and analysis of the capabilities of a 737 in the wake of the FlyDubai flight from the UAE to Israel that landed safely after one of the plane’s pilots tried to crash the plane.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a bumpy week on Wall Street as bond yields rise along with diesel prices that are up 77 percent over the past year; President Trump hosts Xi Jinping in Washington for a state visit; Washington wants China to return an F-35 fighter cockpit canopy and weapons bay door that ended up in Hong Kong on its way to the United States from Australia for repair; the agreement Denmark, Greenland and the United States signed to allow more American bases on the world’s largest island; the Pentagon presses ahead with another framework agreement with Lockheed Martin, this time for the Air Force’s AIM-260 Joint Advanced Tactical Missile that would succeed Raytheon’s Advanced Air-to-Air Missile; and Turkish Airlines’ order for 150 new 737 Max jetliners from Boeing.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street as the Iran war continues and Tehran-backed Houthi rebels move on Yemen’s oil-rich Marib province and strike Saudi energy facilities; President Trump declines a request from Riyadh for help, but approves the sale of F-35 Lighting II fighters despite concerns from US intelligence that the stealth jet’s technology could leak to China; implications of the EU’s offer of associate membership for Canada that Trump has said could be a “hostile act,” threatening to block trade with Europe; the Swedish government awarded Saab a $400 million contract to develop next-generation combat aircraft technologies; US Air Force leaders seek 500 Collaborative Combat Aircraft and another 500 Massed Modular Aircraft — envisioned as cheaper version of the MQ-9 Reaper — as well as new F-16 Fighting Falcon jets to fill out the service’s aging force structure; startup hypersonic aircraft maker Hermeus’ deal with Pratt & Whitney to build the jet maker’s F100 engines under license; Lockheed said that 22 days after signing a contract with General Motors for PAC-3 missile parts, the car maker started delivering the “mission critical” components; Boeing CEO Kelly Ortberg’s statement that the ramp up 737 and 787 jet production would take longer than expected even as he expected certification of the Max 10 airliner to be secured soon; GE Aerospace’s confidence that mid-engine seal issues with its GE9X — the most powerful commercial aviation powerplant ever built — won’t delay Boeing’s 777X from entering service; and IndiGo’s Willie Walsh plan to build bigger fleet and turn New Delhi into an Asia gateway.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street on energy worries as US and Iranian forces trade fire and Yemen’s Iran-backed Houthis rebels exert control over the Bab al-Mandab strike Saudi Arabia’s oil facilities; the US-Canada trade war as Ottawa seeks to attract $1 trillion in investment, positioning the country as a trade safe haven against President Trump’s volatility as it also seeks associate EU membership; Washington’s drive to resume trade ties with Russia even as Moscow continues to provoke Europe as the second Bulgarian arms depot catches fire and explodes since August and Reuters reported a US, UK and Norwegian operation in April interrupted — in real time — a Russian test of a new undersea system to disrupt seabed infrastructure near Norway’s Svalbard archipelago; France’s turn toward United Arab Emirates as a military partner on new weapons including the F5 version of Dassault’s Rafale fighter as Finance Minister Roland Lescure warned geopolitical risks including higher energy prices in the wake of the Iran war and bond market turmoil will drive up France’s debt servicing costs by 25 percent to 65 billion euros a year, squeezing everything from social to defense spending; Boeing and its engineers’ union send a tentative four-year agreement that would raise wages to 17,000 members for a vote as the current contract expires on Oct. 6; GE Aerospace’s proposed $11.5 billion acquisition of Consolidated Precision Products that would bolster the giant’s in-house capabilities as primes and suppliers work to bolster supply chains to meet surging commercial and defense demand; and reflections as America and the world commemorate the 25th anniversary of the terror attacks on New York and Washington that killed nearly 3,000.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s down week on unexpectedly high jobs numbers that renewed fears the Federal Reserve will hike borrowing rates; US budget as the House joins the Senate in passing a continuing resolution to keep government open until December; US and Iranian forces trade strikes driving up energy prices as diesel hits a record high; the Trump administration courts Russia to end the Ukraine war and get Moscow’s help to pressure Iran even as Germany calls out Moscow for the unsuccessful explosive drone attack at Leipzig airport and suspected role in sabotage across Europe including the recent fire at Rohde & Schwarz’s headquarters; Trump’s demand that European nations pay for US munitions provided to Kyiv; Germany’s Isar Space’s successful Spectrum rocket launch that was the first from Western Europe to reach space; US Navy’s expected FA-XX award this coming week as the service issued a request for proposal for an new autonomous carrier-capable jet with external carriage of as many as four 2,500 pound weapons and delayed the deadline for its Undergraduate Jet Training System proposal to Oct. 30, delaying contract award from next March to June 30, 2027; after saying it would invest $100 billion on a new Louisiana spaceport, SpaceX also said it would invest in capabilities to make blades for industrial gas turbines; and Airbus decision to resume A330neo jet deliveries suspended after a stray tool was found in the tail of one of the jets.